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Touchstone Small Company Y (SIGWX)

6.04
-0.24
(-3.82%)
At close: 8:02:13 PM EDT

Fund Summary

The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.

Touchstone Small Company Y

Cincinnati OH 45202
303 Broadway, Suite 1100
800-543-0407

Fund Overview

Category Small Blend
Fund Family Touchstone
Net Assets 1.09B
YTD Return -7.19%
Yield 0.46%
Morningstar Rating
Inception Date Dec 23, 2014

Fund Operations

Last Dividend 0.03
Last Cap Gain 24.00
Holdings Turnover 59.00%
Average for Category --

Fees & Expenses

Expense SIGWX Category Average
Annual Report Expense Ratio (net) 0.91% 1.03%
Prospectus Net Expense Ratio 0.91% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jason Ronovech is Senior Portfolio Manager of the Small Company Equity investment strategy and is responsible for the investment process and portfolio construction. Ronovech joined the firm in 2017 as part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments. At Sentinel Investments, he was the lead portfolio manager for the Sentinel Small Company Fund from 2013 to 2017. Prior to that, Ronovech was a portfolio manager with Paradigm Capital Management, where he co-managed the firm’s flagship Small Cap and SMid Cap portfolios. In addition to

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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